Training
NJASFAA presents Thirsty for Information Thursday's: A Monthly Webinar Series
provided by our NJASFAA Sponsors
Introduction to the 2022 Tax Forms and Tax Code
sponsored by Iron Bridge Resources
May 11, 2023 at 11 am
Presented by: Robert Weinerman, Director of Training, Iron Bridge Resources, LLC
Presenter Bio:
Robert Weinerman began his financial aid career at the Massachusetts Institute of Technology in 1993, and has been working in the higher education finance field ever since. He spent more than ten years in senior financial aid roles at MIT and Babson College, and 13 years at College Coach, the nation’s largest provider of college counseling services to corporate America. While at College Coach, Robert led a team of financial aid officers that worked with parents as they prepared to save for or pay for their child’s education, or repay education loans. In 2015, Robert joined Iron Bridge Resources, the higher education consulting and training firm, as director of training. Iron Bridge Resources recently acquired Jim Briggs’s company, The Tax Detective, and Jim has selected Robert to be his successor.
Session Description:
Many financial aid administrators rely on the prior year tax return as documentation for professional judgments. If you’ve started considering professional judgments for the 2023-2024 tax year, you probably noticed some changes on the 2022 tax forms. In this webinar, we will look at what’s new on these forms and in the tax code, focusing on the new Form 1040, line 1, changes to the child tax credit and Form 1040, line 22, and the third year of coronavirus related distributions which will leave residual income from tax year 2020 in the 2022 AGI. The focus of the webinar will be the proper use of 2022 tax returns as documentation for 2023-2024 professional judgments, but any information we have about how 2022 tax forms will be used in the post-FAFSA simplification, post- FUTURE Act world will also be discussed.
Free with 2022-23 NJASFAA membership
Zoom link will be sent to registrants before the event
Questions? Contact [email protected]
2023 NJASFAA Novice Training
Thursday, June 15th - Friday, June 16th
Tropicana Casino and Resort
2831 Boardwalk, Atlantic City, NJ 08401
Back by popular demand. Two full days of Training! All Financial Aid Professionals and other campus partners are welcome to attend. There will be sessions on 2024-2025 FAFSA Simplification, an Overview of the Financial Aid Process, Cost of Attendance, Federal Verification, Federal Direct Loans, Satisfactory Academic Progress, Professional Judgment, HESAA & NJFAMS, Customer Service, and many more. Participants are expected to attend all training sessions and engage in classroom activities. A certificate will be presented on the final day of the workshop. Detailed agenda forthcoming.
This year’s theme is Simplifying the Unsimplified! Our trainers will help you understand the complexities of financial aid and discuss how FAFSA simplification is going to impact financial aid processes.
Attendee Capacity Reached
-Registration Closed-
Who should attend:
Financial aid professionals with less than 5 years of experience (all FA professionals are welcome), enrollment management personnel, EOP counselors, and other campus colleagues/partners who need to learn about financial aidadministration.
Registration fees:
$205.00 ($150.00 plus 2023-2024 $55.00 NJASFAA membership required). NJASFAA is offering this training at the same rate as the last Novice training.
What’s included:
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Two–day workshop
Hotel accommodations for 1 night (single occupancy)
Meals provided (breakfast, snack, lunch, and dinner)
Networking with your peers and NJASFAA Executive Council
Presentation Archives (members only)
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